利率上升的情况下， _老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

利率上升的情况下，

美股继续不断创下历史新高，

只能说明 AI 生产力技术革命，

这样真正的颠覆性变革，

将对全球经济和资本市场，

产生比以往任何时候，

更大的影响。

$SpaceX(SPCX)$ $谷歌(GOOG)$ $英伟达(NVDA)$

Meta暴跌7%，现金也救不了？

Meta下跌6.98%，财报后的资本开支担忧成为AI板块抛售导火索，甚至抵消华尔街上调目标价的利好。Ackman指出公司拥有820亿美元现金，可为任何AI计划融资，但市场更关心投入何时产生回报。现金储备能否托底，还是估值仍需下修？

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